Purchases and Sales Made in Q1 2024 in Ishares S&P 500 Value ETF (IVE)
This table provides information about the institutional ownership of Ishares S&P 500 Value ETF (IVE) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES S&P 500 VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
497New |
$85K - $92.8K
|
497
$93.8K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
496+ 21.47% |
$84.9K - $92.7K
|
2.81K
$530K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
476+ 27.23% |
$81.4K - $88.9K
|
2.22K
$420K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
476+ 0.84% |
$81.4K - $88.9K
|
57.1K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
475+ 10.84% |
$81.3K - $88.7K
|
4.86K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
471+ 10.77% |
$80.6K - $88K
|
4.85K
$915K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
463+ 291.19% |
$79.2K - $86.5K
|
622
$117K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
452+ 30.96% |
$77.3K - $84.4K
|
1.91K
$361K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
438+ 13.91% |
$74.9K - $81.8K
|
3.59K
$677K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
434+ 9.4% |
$74.3K - $81.1K
|
5.05K
$954K
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
434+ 12.1% |
$74.3K - $81.1K
|
4.02K
$759K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
432New |
$73.9K - $80.7K
|
432
$81.5K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
428+ 7.2% |
$73.2K - $80K
|
6.37K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
423+ 30.13% |
$72.4K - $79K
|
1.83K
$345K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
420New |
$71.9K - $78.5K
|
420
$79.3K
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
420+ 0.64% |
$71.9K - $78.5K
|
65.7K
$12.4M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
415+ 19.4% |
$71K - $77.5K
|
2.55K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
413+ 3.4% |
$70.7K - $77.2K
|
12.6K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
410+ 3.09% |
$70.1K - $76.6K
|
13.7K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
409+ 39.86% |
$70K - $76.4K
|
1.44K
$271K
|
|
|
May 09, 2024
Q1 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
407+ 1.03% |
$69.6K - $76K
|
39.8K
$7.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
393+ 1.34% |
$67.2K - $73.4K
|
29.6K
$5.59M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
393New |
$67.2K - $73.4K
|
393
$74.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
392+ 4.11% |
$67.1K - $73.2K
|
9.94K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
384+ 8.32% |
$65.7K - $71.7K
|
5K
$944K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
380+ 8.07% |
$65K - $71K
|
5.09K
$960K
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
369+ 18.2% |
$63.1K - $68.9K
|
2.4K
$452K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
365+ 5.47% |
$62.4K - $68.2K
|
7.03K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
358+ 0.89% |
$61.3K - $66.9K
|
40.4K
$7.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
355+ 0.35% |
$60.7K - $66.3K
|
103K
$19.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
351+ 2.82% |
$60.1K - $65.6K
|
12.8K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
322+ 2.58% |
$55.1K - $60.2K
|
12.8K
$2.42M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
318+ 3.17% |
$54.4K - $59.4K
|
10.3K
$1.95M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
315+ 1.97% |
$53.9K - $58.8K
|
16.3K
$3.08M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
311+ 25.12% |
$53.2K - $58.1K
|
1.55K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
302New |
$51.7K - $56.4K
|
302
$57K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
301+ 21.75% |
$51.5K - $56.2K
|
1.69K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
299+ 14.26% |
$51.2K - $55.9K
|
2.4K
$452K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
282New |
$48.2K - $52.7K
|
282
$53.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
277+ 6.07% |
$47.4K - $51.7K
|
4.84K
$914K
|
|
|
May 14, 2024
Q1 2024
|
Middleton & CO Inc
|
BUY
|
- |
275+ 20.0% |
$47K - $51.4K
|
1.65K
$311K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
262+ 6.03% |
$44.8K - $48.9K
|
4.61K
$869K
|
|
|
May 15, 2024
Q1 2024
|
Palouse Capital Management, Inc.
|
BUY
|
- |
259New |
$44.3K - $48.4K
|
259
$48.9K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
253+ 0.5% |
$43.3K - $47.3K
|
51K
$9.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
252+ 9.77% |
$43.1K - $47.1K
|
2.83K
$535K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
250+ 4.01% |
$42.8K - $46.7K
|
6.48K
$1.22M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
249+ 0.31% |
$42.6K - $46.5K
|
81.1K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
244+ 7.85% |
$41.7K - $45.6K
|
3.35K
$633K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
228+ 1.2% |
$39K - $42.6K
|
19.3K
$3.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
221+ 16.93% |
$37.8K - $41.3K
|
1.53K
$288K
|